The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Oct. 08, 2024

Filed:

Nov. 23, 2022
Applicant:

National Chin-yi University of Technology, Taichung, TW;

Inventors:

Chi-Tung Chen, Taichung, TW;

Wei-Jie Han, Taichung, TW;

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01); G06Q 40/04 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06Q 40/04 (2013.01);
Abstract

An analysis method of a financial securities product value model based on artificial intelligence includes performing a determining step, a data acquiring step, an analyzing step and a strategy generating step. The determining step is performed to determine that the customer is one of a long-term investing customer and a short-term investing customer. The data acquiring step is performed to acquire one of a plurality of long-term trading parameters and a short-term trading data. The analyzing step includes dividing the financial securities products into a plurality of groups, and calculate a plurality of classify conditions and analyzing a product relevance and a purchasing sequence of the financial securities products. The strategy generating step is performed to generate a purchasing strategy according to the groups, the classify conditions, the importance value of each of the long-term trading parameters, the product relevance and the purchasing sequence.


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